Emily Robertson

Salary: $44,117.00 USD Per Year

Hours per week: 40

Series: 0592 Tax Examining

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.).

Grade: 06

As a Tax Examiner, I review, research, and evaluate distributed tax returns, payments, and taxpayer accounts

In this role, I am responsible for examining returns payments and accounts to ensure all cases are processed correctly, complying with all data and reporting requirements as outlined in the Internal Revenue Manual (IRM)

My daily tasks include preparing, controlling, and reviewing tax documents and reports, verifying or abstracting information, corresponding with taxpayers for missing or required forms or documentation, maintaining tax files, and resolving discrepancies related to returns, payments, or other tax-related matters

I frequently use my skills to research and collect factual taxpayer information using various methods and apply analytical skills to interpret and work with the gathered data

I am proficient with finding researching, and retrieving accounts and documents from electronic systems such as the Integrated Data Retrieval System (IDRS), Remittance Transaction Research (RTR), Employee User Portal (EUP), SharePoint, and the Social Security Online Portal even when the information from taxpayers is nonspecific

I have extensive knowledge of return and payment processing procedures, operations, regulations, and programs outlined by the IRM and local policies

I am passionate about upholding the Tax Payer Bill of Rights and earnestly consider taxpayers as I work each case and actively follow procedures to keep taxpayers' information confidential and secure.

I use my clerical skills to efficiently organize and maintain filing systems both electronically on my workstation as well as physical case files

I ensure that all cases are batched and filed appropriately when closed or need to be sent to other departments for further processing

Adeptly I track, manage, and report my time and cases processed for department production goals using the Single Entry Time Reporting (SETR) and Excel systems

I take detailed minutes during team and department meetings using systems like Microsoft Word. Then ensure that meeting attendees receive a copy of the minutes

For a time I worked on team-building activities on the Party committee to encourage positive team-member relationships and meet department goals

Supervisor: Joyce Kraft (801-620-6001)

Okay to contact this Supervisor: Yes

8/2015 - 12/2016

Salary: $10.00 USD Per Hour

Hours per week: 40

As a Patent Compliance Representative, I taught and guided CPAP patients through the insurance requirements for and function of new CPAP machines

I maintained and organized patient records and medical documentation, ensuring record confidentiality and security for patient privacy as outlined in the Health Insurance Portability and Accountability Act (HIPAA).

I determined procedures to find and retrieve accounts and documents to assist patients and submit records to the billing department

I was trained and maintained a significant knowledge of CPAP Machines and equipment to assist patients in operating machines and equipment for the benefit of their medical well-being

• (Business closed in 2017)

Salary: $8.00 USD Per Hour

Hours per week: 40

I have experience in handling incoming phone calls and emails, from customers or members of the marketing organization

I am accustomed to troubleshooting and resolving issues raised by members or customers, ensuring customer satisfaction

My work involved managing existing member accounts, as well as creating new accounts for customers or members. I prepared and submitted requisitions for member orders and assisted in tracking submitted orders, ensuring products were received and distributed as requested

I performed clerical tasks such as maintaining organized records by filing and organizing important business documents, ensuring easy retrieval when needed, and preparing commission checks for distribution by mail, ensuring accuracy and timely processing

Quickly I learned the knowledge necessary to clearly explain the details of the marketing business such as products and the member compensation plan

• Supervisor: Debbra Ricks (801-804-0426)
• Okay to contact this Supervisor: Yes